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Global capability centre and offshore development centre consultants · CRM

Record the whole committee, not just the person who took your call.

A CRM for a capability centre consultant keeps one record per parent company, with every stakeholder, question and document in it. GullySales works on setting up the stages and fields that fit a committee-led evaluation.

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Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

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What CRM means

A CRM is the record where every enquiry, call and quote is kept against a customer, replacing separate notebooks, spreadsheets and memory. GullySales sets up or cleans an existing CRM and reports from it by enquiry outcome rather than by activity logged.

Also for global capability centre and offshore development centre consultants

Sales and marketing for global capability centre and offshore development centre consultants, the overview.

Last updated 22 Oct 2026.

For global capability centre and offshore development centre consultants

Where it usually goes wrong, and what we would do.

  • “One company, many contacts”

    A single evaluation includes finance, technology, legal and an India sponsor. A CRM built around one contact per deal loses the picture.

  • “Promises get lost between meetings”

    In the second meeting a partner offers a city note. In the third a colleague asks the same question again. A record of what was promised and by whom prevents repeats.

  • “Evaluations stall for reasons you can name”

    A board review, a leadership change or a vendor renewal can pause a decision. Recording the reason lets you return at the right time.

  • “Confidential details need careful handling”

    Notes on a parent's plans are sensitive. Access, naming and storage need to be set so only people on the engagement can see them.

What we do

What we deliver for global capability centre and offshore development centre consultants.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. Stages that match an evaluation

    From first conversation through scoped study, decision, signed work and follow-on.

    Result: Everyone uses the same words for where a deal is.

  2. A stakeholder view for each company

    Roles, stance and last contact for every person involved.

    Result: You see who has not been spoken to.

  3. Fields for the reason a decision is paused

    Dropdown values such as board review, leadership change or contract renewal, with a date to return.

    Result: Follow-up is planned rather than guessed.

  4. Document and promise tracking

    What was sent, what was promised and who owes it.

    Result: No question is answered twice and no promise is forgotten.

  5. Access settings

    Who can see which account.

    Result: Confidential plans stay inside the engagement team.

  6. Country and parent-company fields

    The parent's home country, the sponsoring function, the planned headcount range and the cities under comparison, entered on the account so that every Pune and Hyderabad comparison can be searched later.

    Result: You can list every evaluation that compared the same two cities.

  7. A closed-study record

    For each evaluation that did not go ahead, the stated reason, the final deliverable sent and the date a polite check-in is due, so a lost study is still an account with a history.

    Result: Lost studies stay visible and are revisited on a set date.

How the result is measured

  • Enquiries logged in the CRM
  • Data completeness
  • Reports generated from CRM data

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full CRM implementation and customisation page

Who it is for

This is written for these global capability centre and offshore development centre consultants.

  • Foreign enterprises planning a first captive centre in India
  • Indian groups building an internal technology or shared services centre
  • Mid-sized parent companies weighing build against partner
  • Offshore development centre set-ups for product companies
  • Banks, insurers and financial services groups
  • Healthcare and life sciences parents
  • Engineering and manufacturing groups moving design work
  • Companies planning a second or third centre in a new city
  • Parent companies reviewing an existing centre

How it works

How the CRM work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Map the sales process

    We record how a deal actually moves from enquiry to close in your business today.

  2. 2

    Configure stages and fields

    The CRM's pipeline and fields are built to match that process exactly, not a generic template.

  3. 3

    Set up automations

    Reminders, assignment rules and follow-up triggers are configured so routine steps happen without manual effort.

  4. 4

    Test with real deals

    We run the configuration against actual current deals to catch gaps before the whole team relies on it.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales management. A target, a review routine and someone who owns the number.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3 · you are here

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Is a CRM too heavy for a small consulting firm?
A simple one suits a small team. What matters is that every parent company has one record with every stakeholder in it, not the tool's size. A sheet with an account tab and a people tab does the job until the number of live evaluations outgrows it.
Which CRM should we use?
The one your team will keep updated. GullySales works on choosing and setting it up, and the choice depends on the size of the team, the systems you already use and whether a parent's security team lets you store contact details in a cloud tool.
Can past engagements be loaded?
Yes. Past clients are the most useful records because they show who made the decision, who influenced it and what came next. Entering the committee for each past engagement takes effort, so begin with the last few and work backwards.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

More for global capability centre and offshore development centre consultants

Everything else we would do for you.

Closest to this: leads and follow-up

Also for global capability centre and offshore development centre consultants

Or start from the overview: sales and marketing for global capability centre and offshore development centre consultants.

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